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Business Sampler Policies and Procedures

The following policies and procedures are included in the Business Sampler Policies and Procedures Manual. They cover 13 different areas:

Accounting

  • Accounts Payable and Cash Disbursements
  • Problem Checks
  • Bank Account Reconciliations
  • Cash Drawers and Credit Cards
  • Cash Receipts and Deposits
  • Check Requests
  • Check Signing Authority
  • Chart of Accounts
  • Capitalization and Depreciation of Fixed Assets
  • Fixed Asset Control
  • Invoice Billings and Accounts Receivable
  • Petty Cash
  • Unsigned or Partial Payment Checks
  • End of Period Review & Year Closing

Customer Service

  • Customer Satisfaction Survey
  • Customer Service Contact / Complaint Handling
  • Service Satisfaction
  • Post-Sale Customer Follow-Up
  • Service Parts Pricing
  • Warranty and Service Policies

Engineering:

  • Drawings and Schematics
  • Engineering Change/Document Change Control
  • Labeling
  • Device Master Record
  • Operation/Service Manuals
  • Patents
  • Preproduction Quality and Planning
  • Product Design and Development
  • Product Identification and Safety Hazard Labels

Finance and Credit

  • Account Collection
  • Bank Loan Applications
  • Banking Policy and Relations
  • Business Plans and Forecasts
  • Customer Credit Approval and Terms
  • Exercise of Incentive Stock Options
  • Property Tax Assessments
  • Release of Financial or Confidential Information
  • Stock Transactions
  • Weekly Financial and Six Week Cash Flow Reports

Personnel

  • Americans with Disabilities Act
  • Drug Free Workplace
  • Employment Policies
  • Employee Hiring and New Employee Orientation
  • Family and Medical Leave Act
  • Health Care Benefits
  • Paid and Unpaid Time Off
  • Pay and Payroll Matters
  • Performance Appraisals and Salary Adjustments
  • Resignations and Terminations
  • Sexual Harassment
  • Training/Tuition Reimbursement
  • Workplace Rules & Guidelines
  • Workplace Safety

Security Operations

  • Intrusion Protection
  • Physical Security
  • Personnel
  • Guard Force Management
  • Electronic Countermeasures
  • Executive Protection

Administration

  • Board of Directors’ & Shareholders’ Meetings, Minutes, and Protocol
  • Controlling Legal Costs
  • File and Record Management
  • Form Development and Forms Manual
  • Job Descriptions
  • Mail and Express Services
  • Management Reporting
  • Telephone Answering
  • Travel & Entertainment

Disaster Management

  • Disaster Management Plan
  • Service Agreements, Emergency Services Agencies, and Community Resources
  • Centers of Operation
  • Emergency Notification Procedures
  • Office and Department Recovery

Environmental Management

  • Environmental Protection
  • Hazardous Waste Management
  • Air/Water/Soil Resource Management

Information Technology

  • IT Asset Standards
  • Use of Non-Standard Software
  • IT Incident Handling
  • Computer Viruses and Malware
  • IT User Staff Training Plan
  • Computer and Internet Usage Policy
  • E-Mail Policy
  • IT Support Center

Manufacturing

  • Assembly Manuals
  • Bill of Materials
  • Calibration for Testing and Measuring Equipment
  • FDA Inspections
  • ISO 9001 Compliance
  • Master Parts List and Files
  • Part Number Designation
  • Serial Number Designation
  • Quality Control for Finished Goods
  • Quality Audit Procedures
  • Corrective Action

Sales & Marketing

  • Collection of Sales Tax
  • Copyrights and Trademarks
  • Marketing Plans
  • Model Number Designation
  • Public Relations
  • Return of Goods from Customers
  • Sales Leads
  • Sales Order Entry
  • Sales Training
  • Trade Shows/Exhibits

Shipping, Purchasing & Inventory Control

  • Packaging, Storage and Distribution
  • Physical Inventory
  • Purchasing
  • Receiving, Inspection, and Stocking of Parts and Materials
  • Shipping and Freight Claims
  • Vendor Selection, Files, and Inspections